November 21, 2024

ALVAREZ & MARSAL TAX LAUNCHES UK FAMILY OFFICE SERVICE LINE, CONTINUES PORTFOLIO ADVISORY EXPANSION

Two Managing Directors hired in the UK as A&M steps up support to domestic and multinational private clients

London, 21st November 2024 - Alvarez & Marsal Tax (A&M Tax), an affiliate of global professional services firm Alvarez & Marsal (A&M), announces the appointment of two Managing Directors. Jonathan Balcombe joins to lead Portfolio Tax Services, while Alexander Marcham stands up the firm’s UK-based Family Office service line.

The strategic hires come as A&M continues its growth in the UK and adds fresh capabilities to its growing Private Capital business launched by Victoria Price earlier this year.

Ernesto “Ernie” Perez, Managing Director and Global Practice Leader of A&M Tax, emphasised: “We consistently seek out the highest-calibre talent to forge ahead with our ambitious growth plans. Jonathan’s Portfolio Tax Services leadership in the UK reinforces our commitment to PE investors, funds and their portfolio companies and complements our strong Global Transaction Tax (GTT) practice. As for Family Office, we see great demand on a global scale for a full suite of Private Client Services capabilities. In the past few years, we have made significant investments around the world to best serve our private clients. Alexander assembling a Family Office service line in the UK will build on that momentum.”

Mr Balcombe helps private equity portfolio companies and their stakeholders create, protect and realise value. He was most recently a partner with Evelyn Partners, where he was responsible for sell-side transaction tax support (including vendor due diligence) and PE portfolio services. He brings more than more than 20 years’ experience providing corporate tax advice to domestic and multinational private clients.

A strategic partner to ultra-high-net-worth individuals, family office principals and their executives, Mr Marcham has more than 19 years’ experience in personal and family office taxes. Prior to joining A&M, he served as Head of Tax and a member of the senior management team of a London-based single-family office and private venture capital investor.

Marvin Rust, Managing Director of A&M Tax UK and Head of A&M Tax Europe, commented: “The British tax landscape is evolving fast and domestic and multinational clients need up-to-the-minute insights from their advisers. Welcoming experts of Jonathan and Alexander’s calibre is proof of our commitment to securing top-tier talent.”

-ENDS-

About Alvarez & Marsal

Founded in 1983, Alvarez & Marsal is a leading global professional services firm. Renowned for its leadership, action and results, Alvarez & Marsal provides advisory, business performance improvement and turnaround management services, delivering practical solutions to address clients' unique challenges. With a world-wide network of experienced operators, world-class consultants, former regulators and industry authorities, Alvarez & Marsal helps corporates, boards, private equity firms, law firms and government agencies drive transformation, mitigate risk and unlock value at every stage of growth. 

To learn more, visit: AlvarezandMarsal.com.

 


CONTACT:      Sandra Sokoloff, Alvarez & Marsal, +1 212-763-9853

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